Filed October 18, 2004 (most recent of 5 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
TIAA6 years Service code 15 · EIN 13-1624203 | Recordkeeping | $27,960 |
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $268,636 | $58,290+360.9% | $98,442+172.9% | $86,799+209.5% |
| Participation rate | 97.0% | 68.3%+28.7pp | 73.3%+23.7pp | 72.3%+24.7pp |
| Annual return | 12.70% | 43.48%-30.8pp | 1492.73%-1480.0pp | 97.91%-85.2pp |
| Employer contribution / active EE | $21,156 | $2,008+953.7% | $2,960+614.8% | $2,405+779.5% |
| Participant deferral / active EE | $0 | $3,152-100.0% | $4,276-100.0% | $4,131-100.0% |
| Admin fee / account holder | $55 | $138-59.8% | $5,949-99.1% | $170-67.3% |